-6.0%
VSAT vs RVTY
+212.9%
-219.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.2% |
| 7D | -0.5% | -2.7% | +2.2% | +1.4% |
| 30D | +4.0% | +3.2% | +0.7% | +3.0% |
| 3M | -11.8% | +37.2% | -48.9% | -24.5% |
| 6M | +6.9% | +57.7% | -50.8% | -15.9% |
| YTD | +117.2% | +64.8% | +52.4% | +65.8% |
| 1Y | +102.4% | +72.8% | +29.6% | +50.9% |
| 3Y | +295.5% | +89.8% | +205.7% | +182.6% |
| 5Y | +37.0% | -8.4% | +45.5% | +28.8% |
| 10Y | -6.0% | +219.5% | -225.5% | -50.3% |
| All | -6.0% | +212.9% | -219.0% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RVTY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling